iBET

Grants regulation

Fellowships and Grants Regulation

Approved by FCT in 22/12/2008

Chapter I

Initial provisions

Article 1 
Scope

  1. This regulation, approved by Fundação para a Ciência e Tecnologia (FCT) under Law No. 40/2004, 18 August, applies to fellowships granted by the Instituto de Biologia Experimental e Tecnológica (iBET) with the intention to finance scientific, technological and training activities.
  2. The activities referred to above will be proposed to the Board of iBET, which will evaluate them.
  3. The Board may also approve activities as part of internal research projects, through appropriated grants.

Article 2 
Type of Grants

May be granted the following types of Fellowships:

a) Post-doctoral grants (BPD)
b) Doctoral degree grants (BD)
c) Scientific career development grants (BDCC)
d) Invited scientist grants (BCC)
e) Master degree grants (BM)
f) Research grants (BI)
g) Scientific initiation grants (BIC)
h) Research tecnichian grants (BTI)
i) Science and technology management grants (BGCT)
j) Doctoral degree grants in enterprises (BDE)
k) Mobility grants between R&D institutions and enterprises or other entities (BMOB)
l) Grants for internships in international science and technology organizations (BEST)
m) Integration into research grants (BII)

Article 3 
Post-doctoral grants (BPD)

  1. Post-doctoral grants are intended to national and foreign PhDs, who have obtained the degree, less than five years (preferably), and wishing to undertake advanced work in scientific research at iBET.
  2. The duration of this grant is, in principle, annual, renewable up to a total of six years and cannot be awarded for periods of less than three consecutive months.

Article 4
Doctoral degree grants (BD)

  1. The PhD grants are aimed to masters or licentiate in accordance with paragraph 1 of Article 30 of DL 74/2006, of March 24, for a doctoral degree by working conducted at iBET.
  2. The duration of this grant is, in principle, annual, renewable up to a total of four years and cannot be awarded for periods of less than three consecutive months.

Article 5
Scientific career development grants (BDCC)

  1. Scientific career development grant is aimed to PhD’s who have been awarded a doctoral degree in the two to six years period prior to applying for the grant and have shown in the activities that were developed after the doctoral degree a high scientific merit.
  2. These grants aim to support the development of skills in management and coordination of scientific projects in Portugal, so that, during the grant period, the grant recipient shall manage it’s own scientific project.
  3. The duration of this type of grant is annual, renewable up to a maximum of six consecutive years upon positive interim evaluations, and cannot be awarded for periods of less than a full year.

Article 6
Invited scientist grants (BCC)

  1. Invited scientists grants are designed to university professors or researchers with scientific curricula of recognized high merit, to support activities for advanced training and scientific research
  2. The duration of this type of grant can vary between three months and three years.
  3. The grant may be interrupted if the grant recipient is absent from the country temporarily. It will, however, expire at the end of a maximum period of five years counting from its starting date.

Article 7
Master degree grants (BM)

  1. Master degree grants are intended to graduates in accordance with paragraph 1 of Article 17 of DL 74/2006, of March 24, to carry out master's degree in Portuguese or foreign universities. As a rule, are allocated only for the preparation of the dissertation.
  2. The duration of this type of grant is, in principle, annual, renewable, up to a total of two years and cannot be granted for periods of less than three consecutive months.

Article 8
Research grants (BI)

  1. Research grants are intended to bachelor, licentiate or masters to obtain scientific training in projects.
  2. The duration of this type of grant is, in principle, annual, renewable up to a total of three years and cannot be awarded for periods of less than three consecutive months.

Article 9
Scientific initiation grants (BIC)

  1. Scientific initiation grants are designed for students who have completed at least 3 years of higher education (1st cycle or equivalent) for the purpose of obtaining scientific training by participating in research projects.
  2. The duration of this type of grant is, in principle, annual, renewable up to a total of two years and may not be granted for periods of less than three consecutive months.

Article 10
Research tecnichian grants (BTI)

  1. Research technician grants are designed to provide for additional specialized training of technicians to support the operation and maintenance of scientific laboratory equipment and infrastructures and other activities relevant to the scientific and technological system.
  2. The duration of this type of grant is variable, up to a total of five years and cannot be granted for periods of less than three consecutive months.

Article 11
Science and technology management grants (BGCT)

  1. Science and technology management grants are designated to licentiates, masters or doctoral degrees who wish to pursue additional training in management of science, technology and innovation programs or higher education in the area of oversight and monitoring of the science and technology system.
  2. The duration of this type of grant is, in principle, annual, renewable up to a total of six years and cannot be granted for periods of less than three consecutive months.

Article 12
Doctoral degree grants in enterprises (BDE)

  1. Doctoral degree grants in enterprises are designated to licentiates or maters in accordance with paragraph 1 of Article 30 of DL 74/2006 of 24 March, for the purpose of carrying out doctoral degree work in the business environment on subjects of interest to that enterprise
  2. In order to qualify for this type of grant, it must be done in accordance with the specific regulation for BDE that would be approved by the Fundação para a Ciência e Tecnologia and subject to a specific contract.
  3. The duration of this type of grant is, in principle, annual, renewable up to a total of four years, and can’t be granted for less than three consecutive months.

Article 13
Mobility grants between R&D institutions and enterprises or other entities (BMOB)

  1. Mobility grants aim to provide incentives to mobility and transfer of knowledge and technology between R&D institutions and companies or iBET.
  2. These grants are for individuals holding licentiate, master or doctoral degrees to carry out R&D activities in companies or other public or private entities, to participate in advanced training programs involving business associations and scientific institutions or universities, or to carry out activities that promote technological innovation, namely in firms dedicated to risk capital management, technological intermediation, management of intellectual property and scientific consulting.
  3. The duration of this type of grant is, in principle, annual, renewable up to a total five years and can’t be granted for periods of less than three consecutive months.

Article 14
Grants for internships in international science and technology organizations (BEST)

  1. The primary aim of grants for internships in international science and technology organizations of which Portugal is a member is to make training opportunities available in these organizations under terms to be agreed upon with the individual organization. The minimum level of education required to apply to these grants is the licentiate’s degree.
  2. The duration of this type of grant is, in principle, annual, renewable, up to a total five years and may not be granted for periods of less than three consecutive months.

Article 15
Integration into research grants (BII)

  1. Integration into research grants are designed primarily for students in their early years of training who are enrolled in Portuguese public or private institutions of higher education and who show good scholastic performance
  2. This type of grant is designed to foster initiation of scientific activities and develop critical reasoning skills, creativity and autonomy in university level students through the practice of research, learning of research methods and participation in the research institution experience. Grant recipients must be integrated into research projects and be supervised by a doctoral degree holder from the host institution.
  3. This type of grant has the duration of one year.

Article 16
Other grants

Considering that the activities of the grant recipient of iBET is within the scope of activities at a research group determined and to ensure the good progress of the approved work plan, iBET will provide grants to licentiates who are preparing doctoral or master's degree preferably integrated in one of the following conditions:

a. Completed the period of grant given by another funding entitie and do not have submitted to appreciation or delivered the thesis during that period. In this case, the grant will be granted for a maximum period of one year;
b. Have applied for a grant from another Funding Entity, and has been approved to start at a later date indicated in the application process. In this case, the grant from IBET will have a maximum of six months.

Chapter II

Policie of scientific research grants

Section I

Applications, evaluation, award and renewal of grants

Article 17
Candidates

May apply for iBET grants, national and foreign citizens.

Article 18
Opening of calls for applications

  1. As a rule, are open calls for applications for one or more types of grants governed by these regulations, except for grants for invited scientists and grants listed in Clauses 16 of this regulation, since the first are considered invitations and the second existing grants.
  2. The Calls for applications will be published on the Internet at the iBET website, or through the website ERACarees, within the statutory deadlines.
  3. Announcements of calls for applications shall indicate the types of grants being offered, who is eligible to apply, the deadline for applications, the selection criteria and the applicable legal standards and regulations, as well as the respective sources of funding.

Article 19
Supporting documents for the grant application process

  1. Applications for grants will be submitted on a specific form. The grant documentation should also include the documents listed in the following numbers:
    a) Documents showing that the applicant meets the requirements for the respective grant type;
    b) The applicant’s curriculum; 
    c) Plan of work; 
    d) Statement of the advisor or other person responsible for monitoring the applicant’s progress, who will assume responsibility for the plan of work, for the applicant’s orientation, monitoring or supervision, and for the quality of the planned work

  2. If the applicant is unable to obtain the certificates of qualifications with final grade point averages and grades received in all courses taken by the deadline for applications, the applicant must substitute with copies the corresponding content of the transcripts under his/her own responsibility, and shall provide the hard copies of the official transcripts as soon as they become available and send them to the iBET official certificates as soon as they available. Without prejudice to the provisions set forth in the previous paragraph, applications may in the meantime be reviewed and evaluated, but grants will not be awarded until all official transcripts verifying the information submitted been received.
  3. The applications that are not completed by the date of evaluation will be not considered.

Article 20
Evaluation of applications

  1. The evaluation of applications takes into account the intrinsic merit of the applicant
  2. Applications will be judged by a jury of three researchers at the iBET, one of them can be replaced by an external evaluator. The results of the evaluation will be recorded in the minutes.
  3. The grants attribution referred in the Article 15 of the Regulation has already been evaluated and approved by a foreign entity, is always depending from budget availability forth by the iBET. This statement of Budget provision is attested by a stamp, affixed in the Minutes of selection, dated and signed by the Project Management Department and the Board.

Article 21
Publication of results

Decisions on eligibility, award or denial of the grant shall be made within 30 days after the submission of applications and communicated to the applicant’s in writing form, within 10 days.

Article 22
Deadline for acceptance

The grant recipient shall return the contract, duly signed, within 15 working days to the iBET from the date he/she receives the research grant contract.

Article 23
Attribution of fellowship

  1. The grant attribution requires the signing of contract between theiBET and the grant recipient (draft attached) which shall include the duration of the fellowship and conditions stipulated in this Regulation.
  2. The grant attribution contract does not generate bounds of legal- working nature, neither of service render and does not guarantee the grant recipient the status of an employee or agent.

Article 24
Grant renewal

  1. Grants may be renewed for additional periods up to its maximum term provided for in this Regulation.
  2. The adviser or responsible for the activity of the candidate shall submit to the iBET, until 30 days before the start of the new grant renewal, an opinion on the work achieved and on the desirability of renewal.
  3. Renewal of the grant does not require the signing of a new contract and should be included in addition.

Section II

General and financial conditions applicable to grants

Article 25
Exclusivity

  1. Each grant recipient can only receive once the same kind of grant and cannot simultaneously be beneficiary of the same kind of grant funded by another program, except when regulated by an agreement established between the entities funding the grants, and maximum values established for the various types of grant cannot be exceeded.
  2. The work of the grant recipient falls under the regime of exclusive dedication, under the terms expressly set forth in article 5 of the Scientific Research Grant Recipient Statute, approved by Law 40/2004 of 18 August 2004, except for the BCC.
  3. The grant recipient abroad who continues to receive the compensation arising from the contractual relationship shall be entitled only to the monthly allowance abroad.

Article 26
Changes to the plan of work

  1. The grant recipient is not allowed change the objectives outlined in the proposed plan of work without the consent of the iBET board.
  2. The change request referred to in the previous paragraph must be submitted by the grant recipient (where applicable along with a statement from the advisor or person responsible for monitoring the grant recipient’s progress.

Article 27
Components of the grant

  1. According to the type of grant and the recipients’ situation, a monthly maintenance allowance is awarded.
  2. In case of travel, to be granted based on positive statement by the adviser and approval of the iBET Board, as well as budget availability, a daily allowances will be processed according to conditions set forth for Public Administration.
  3. No allowances will be paid, in any case, for food, vacations or Christmas, or any others not expressly mentioned in these regulations.
  4. In the case of grants for foreigners whose grant is the scope of a project funded by a foreign entity, including EC projects, the value of the allowance for maintenance will be guided by the parameters defined by that entity, however cannot, exceed the value of the grant stipulated in for each program of the European Community.
  5. In the case of grants for foreigners whose grant has a duration less than 6 months are entitled to an installation allowance (an amount equal to one month's grant), payable with the first monthly payment of the grant.
  6. Recipients of a doctoral grant or post-doctoral can still apply for the following components to be granted based on a positive opinion by the adviser and approval of the Board of IBET, as well as budget availability:
    a) Allowance for supplementary training activities abroad, which duration shall not exceed three months (with a maximum limit of fees, if applicable) in the case of a grant in the country and within the work program.
    b) Allowance for participation in scientific meetings, based on an amount, for each year of the grant, that cannot exceed the predetermined amount and, if not used, this value cannot carry over from the year of the grant.

Article 28
Additional income

The grant recipient may earn additional income, through complementary activities to support teaching, or technical or scientific, without prejudice to the activities under the approved work program for grant, and in accordance with the provisions of Article 5 of Law No. 40/2004, dated August 18.

Article 29
Amounts of grants

Except as provided in paragraph 2 of Article 24 of this regulation, the amounts of grants will be established annually by joint order of the Ministers responsible for Science and Technology and Employment.

Article 30
Frequency of payment

The payment to the grant recipient will be made monthly by check or bank transfer.

Article 31
Personal accident insurance

All grant recipients shall be beneficiaries of a personal accident insurance policy covering research activities supported by iBET

Article 32
Social security

Grant recipients may exercise their right to social security by signing up for the voluntary social security regime under the terms set forth in the Scientific Research Grant Recipient Statute, approved by Law 40/2004 of 18 August. This cost will be supported by iBET

Section III

Suspension, termination, cancellation and termination of grants

Article 33
Suspension of the scholarship

The grant recipient has the right to suspend the activities financed by the grant due to maternity, paternity, adoption or family assistance, under conditions and for the periods covered by principle law applicable, or by reason of illness or medical certificate. This period is to be supported by Social Security with only in the suspension of the grant during the corresponding period.

Article 34

Final Report

The grant recipient must submit, within 60 days from the conclusions of the grant, a final report of its activities, which should include the URL addresses of any presentations and publications that resulted from the work carried out, along with a statement from the advisor or person responsible for following the applicant or for candidate orientation. In the case of master's or doctoral grants, must also be delivered as soon as possible, the certificate of the degree concerned.

Article 35
Termination of grants

In accordance with applicable law and the following articles constitute grounds for termination and cancellation of the grant: 
a. Failure to comply with legal and contractual obligations of the grant recipient;
b. The conclusion of the work plan; 
c. The conclusion of the time limit for which the grant is awarded;
d. False statements; 
e. The contract cancellation by agreement of the parties

Article 36

Early completion of objectives

When the objectives of the grant are achieved before the time limit originally planned, payment shall cease to be owed within 30 days after completion of the work, and any payments received by the grant recipient after that date must be returned

Article 37
Failure to achieve objectives

  1. A grant recipient who does not achieve the primary objectives set forth in the approved plan of work, or one whose grant is canceled due to a serious breach of duties for reasons imputable to him/her, may, depending on the circumstances of each specific case, be obliged to repay all or part of the allowances that he/she has received.
  2. The decision that result in the preceding paragraph shall be duly substantiated.

Article 38
False statements

Without prejudice to the criminal law, false statements made by grant recipients on subjects relevant to the grant conception or for assessing their development shall imply cancellation and replacement of the sums already received.

Article 39
Cancellation of the grant

  1. The grant may be canceled as a result of an inspection sponsored by the iBET after review of the information provided by the grant recipient, the supervisor responsible for the activity of the candidate.
  2. In addition to the reasons expressly set forth in these regulations, any serious or repeated breach of the duties listed in these regulations and in the Scientific Research Grant Recipient Statute, approved by Law 40/2004 of 18 August 2004, on the part of the grant recipient shall lead to cancellation of the grant, and the grant recipient may be obliged to repay all or part of the allowances that were received.
  3. The decision that determines the effect provided in the preceding paragraphs shall be duly substantiated.

Chapter III

Final provisions

Article 40
Monitoring and control

The core monitoring of grant recipients shall be composed by two elements of the iBET (Human Resources) and aims to support the grant recipients assuring them the knowledge of information relating to their status.

Article 41
Changes and revisions

This Regulation may be amended or revised whenever the iBET Board so determines, but such changes or revisions will take effect after approval by the Fundação para a Ciência e Tecnologia.

Article 42
Cases not covered

Any cases that are not covered by this regulation are settled pursuant to Law No. 40/2004, 18 August, taking into consideration the principles and standards set forth in the applicable national or European Community legislation.

Article 43
Entry into force

  1. This Regulation shall come into force on the first day of the month following the date of its approval by the Fundação para a Ciência e Tecnologia.
  2. This regulation is also apply to grants awarded before the entry into force, without prejudice to acquired rights.

Portuguese version